Our Team
We all share a desire to work in partnership with you in planning, implementing and protecting your lifestyle and financial goals. These are the key drivers of our passion and commitment to you.
Meet Our Financial Planners
Our Associates, Client Services Managers & Administrators
Client Services Managers
Kelly Tucker (Dip. Acc)
Rebecca Pungitore
Sherree Snoodyk (DipFP)
Canela Vega
Shinea Sali (B.Bus Acc)
Anne Flowers (Adv DipFP)
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Our Client Services Managers are your primary contact for appointments, general enquiries and follow ups, progress reports, working closely with you and your adviser.
Client Service Administrators
Charmaine Buot (B. Bus)
Cherie Araneta (B. Bus)
Fern Anhao (B. Bus)
Rain Aro (B.Bus)
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Our Client Service Administrators are our primary resource for data collection, data entry and reporting, working in tandem with our Client Services Managers.
Associates & Paraplanners
Lisa Ciancio CFP
BBus CFP(FP), Grad Cert L&T(HE), MFinPlg
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Our Associates and Paraplanners work with advisers for strategy development, modelling and advice preparation.
Operations Manager
Jacky Chalmers
(B.Bus EcoFin, DipFP)
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Our Operations Manager oversees the overall business and compliance operations, as well as systems and processes to help us help you.